Creative Planning Purchases in Q2 2025

Creative Planning

  • $116 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
XPRO
Expro Group Holdings N.V.

Energy
30.6K
New
$6.91 - $10.01 $211K - $306K
30.6K $262K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
648
+ 1.0%
$26.99 - $33.86 $17.5K - $21.9K
65.5K $2.2M
ISHG
Ishares Intl Treasury Bond ETF

ETFs
3.41K
New
$70.32 - $76.56 $240K - $261K
3.41K $261K
DOLE
Dole PLC

Consumer Defensive
19.7K
+ 66.51%
$13.31 - $15.19 $262K - $299K
49.2K $688K
LANC
Lancaster Colony Corp

Consumer Defensive
1.57K
+ 32.64%
$159.67 - $192.9 $251K - $303K
6.38K $1.1M
OMAB
Central North Airport Group

Industrials
764
+ 11.45%
$72.48 - $106.35 $55.4K - $81.3K
7.44K $784K
CGGR
Capital Group Growth ETF Shs C

ETFs
2.43K
+ 9.74%
$30.53 - $40.65 $74.3K - $98.9K
27.4K $1.11M
INGR
Ingredion Inc

Consumer Defensive
1.87K
+ 15.35%
$123.22 - $140.95 $230K - $263K
14K $1.9M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
7.37K
+ 31.48%
$16.82 - $21.97 $124K - $162K
30.8K $675K
GBCI
Glacier Bancorp, Inc.

Financial Services
7.38K
+ 13.66%
$37.85 - $44.51 $279K - $329K
61.4K $2.65M
WERN
Werner Enterprises Inc

Industrials
13.8K
+ 22.0%
$24.66 - $30.08 $340K - $415K
76.4K $2.09M
KRNY
Kearny Financial Corp.

Financial Services
34.7K
+ 22.32%
$5.66 - $6.55 $196K - $227K
190K $1.23M
NIC
Nicolet Bankshares Inc

Financial Services
270
+ 1.77%
$100.68 - $125.35 $27.2K - $33.8K
15.5K $1.92M
ARKG
Ark Genomic Revolution ETF (De

ETFs
10.5K
New
$18.34 - $24.56 $192K - $257K
10.5K $255K
ALG
Alamo Group Inc

Industrials
277
+ 5.75%
$158.47 - $219.45 $43.9K - $60.8K
5.09K $1.11M
GOGO
Gogo Inc.

Communication Services
17.2K
New
$6.62 - $14.79 $114K - $255K
17.2K $253K
DGX
Quest Diagnostics Inc

Healthcare
1.84K
+ 11.95%
N/A
17.3K $2.36M
GRAB
Grab Holdings LTD

Technology
47.1K
+ 155.32%
$3.48 - $5.25 $164K - $247K
77.5K $389K
AAT
American Assets Trust, Inc.

Real Estate
12.8K
New
$17.29 - $20.65 $221K - $264K
12.8K $252K
HWKN
Hawkins Inc

Basic Materials
455
+ 8.85%
$103.32 - $143.95 $47K - $65.5K
5.6K $795K
MKTX
Marketaxess Holdings Inc

Financial Services
1.05K
+ 43.94%
$203.19 - $231.09 $213K - $242K
3.43K $766K
BCO
Brinks CO

Industrials
2.27K
+ 14.97%
$82.06 - $94.4 $186K - $214K
17.4K $1.56M
NTGR
Netgear, Inc.

Technology
5.94K
+ 35.21%
$19.97 - $31.25 $119K - $186K
22.8K $662K
CUBI
Customers Bancorp, Inc.

Financial Services
4.26K
New
$42.75 - $58.98 $182K - $251K
4.26K $250K
CNXC
Concentrix Corp

Technology
4.75K
New
$45.73 - $57.88 $217K - $275K
4.75K $250K
NN
Nextnav Inc.

Communication Services
13.1K
+ 81.55%
$10.96 - $15.32 $144K - $201K
29.2K $443K
WFG
West Fraser Timber Co., LTD

Basic Materials
3.58K
+ 90.33%
$70.53 - $78.77 $252K - $282K
7.54K $552K
IOO
Ishares Tr Global 100 ETF

ETFs
975
+ 7.89%
$84.95 - $107.81 $82.8K - $105K
13.3K $1.44M
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
13.5K
+ 41.29%
$12.25 - $15.47 $165K - $208K
46.1K $713K
LPG
Dorian Lpg Ltd.

Energy
9.31K
+ 92.32%
$17.34 - $25.75 $161K - $240K
19.4K $472K
PB
Prosperity Bancshares Inc

Financial Services
3.58K
+ 85.76%
$63.76 - $73.75 $228K - $264K
7.75K $544K
REX
Rex American Resources Corp

Basic Materials
3.3K
+ 42.71%
$34.99 - $49.53 $116K - $163K
11K $537K
ERAS
Erasca, Inc.

Healthcare
198K
+ 423.25%
$1.06 - $1.63 $209K - $322K
244K $310K
AOSL
Alpha & Omega Semiconductor LTD

Technology
9.66K
New
$16.25 - $25.8 $157K - $249K
9.66K $247K
FFWM
First Foundation Inc.

Financial Services
48.8K
+ 162.38%
$4.61 - $5.42 $225K - $264K
78.8K $401K
VLUE
Ishares Msci Usa Value Factor

ETFs
1.45K
+ 11.71%
$93.5 - $113.21 $136K - $164K
13.8K $1.57M
GVI
Ishares Tr

ETFs
2.3K
New
$104.82 - $106.79 $241K - $246K
2.3K $245K
TEVA
Teva Pharmaceutical Industries LTD

Healthcare
10.8K
+ 23.76%
$12.82 - $18.15 $138K - $196K
56.2K $941K
UGI
Ugi Corp

Utilities
1.98K
+ 3.84%
$30.18 - $36.59 $59.7K - $72.4K
53.5K $1.95M
NSSC
Napco Security Technologies, Inc

Industrials
4.54K
+ 27.61%
$19.82 - $29.82 $89.9K - $135K
21K $622K
UMH
Umh Properties, Inc.

Real Estate
14.5K
New
$16.36 - $18.82 $237K - $273K
14.5K $243K
EXLS
Exl Service Holdings, Inc.

Technology
10.4K
+ 16.74%
$41.85 - $48.48 $435K - $504K
72.5K $3.17M
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
2.83K
New
$41.46 - $86.08 $117K - $243K
2.83K $243K
OHI
Omega Healthcare Investors Inc

Real Estate
8.46K
+ 17.7%
$35.55 - $39.05 $301K - $330K
56.3K $2.06M
CRBG
Corebridge Financial, Inc.

Financial Services
6.84K
New
$25.41 - $35.83 $174K - $245K
6.84K $242K
GDDY
Go Daddy Inc.

Technology
1.35K
+ 6.81%
$162.11 - $192.36 $218K - $259K
21.1K $3.8M
SUPN
Supernus Pharmaceuticals, Inc.

Healthcare
7.67K
New
$30.29 - $33.43 $232K - $257K
7.67K $241K
SONO
Sonos Inc

Technology
21.9K
+ 102.2%
$7.7 - $11.25 $169K - $247K
43.4K $468K
IPGP
Ipg Photonics Corp

Technology
2.74K
+ 28.58%
$49.68 - $69.26 $136K - $189K
12.3K $844K
Activity Summary
Buys All Purchases 2264 New Holdings 320 Increased Positions 1944 Sells All Sells 1213 Reductions 1213 Sold out 0 Options Calls 36 Puts 37
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